Williams-Sonoma, IncNYSE: WSM
Consumer Discretionary · Homefurnishing Retail
$222.16
-2.21%
Vol: 1.3M
Research Digest
Wednesday, June 17, 2026
Williams-Sonoma launched the GreenRow x New York Botanical Garden sustainable home collection on June 16, extending its eco-focused product line.
On June 16, 2026, Williams-Sonoma launched the GreenRow x NYBG home collection in collaboration with the New York Botanical Garden, featuring sustainable home textiles and decor inspired by botanical artwork from NYBG's historical archives. The partnership supports NYBG's plant science mission while expanding Williams-Sonoma's presence in environmentally focused home design through its GreenRow brand. The launch comes as WSM shares have rallied sharply, up about 24.7% over the past month and trading near $218-$230 in mid-June. Separately, the company holds its virtual annual stockholders meeting on June 18, with director elections, a Say on Pay vote, and ratification of Deloitte as auditor on the agenda. The main risk is valuation: the stock trades above the consensus analyst price target near $207, suggesting it may be modestly overvalued after the recent run-up.
Previous Market Intelligence
13 daysJun 16No significant overnight updatesNeutral▶
No material news in the last 48 hours.
Jun 15No significant overnight updatesNeutral▶
No material news in the last 48 hours.
Jun 14No significant overnight updatesNeutral▶
No material news in the last 48 hours. Recent catalysts (Q1 FY26 earnings beat, BofA reinstating Buy at $250 PT) are older than the 48-hour window.
May 21Williams-Sonoma stock jumps 4.1% on retail bounce ahead of May 21 earnings; PT cuts pile upMixed▶
Williams-Sonoma shares jumped 4.1% on May 20, 2026 alongside other retailers after Target, Lowe and TJX reported stronger-than-expected Q1 earnings signaling a potential consumer discretionary turn. However, analyst sentiment has weakened ahead of WSM own May 21 earnings report: RBC Capital cut PT to $191 from $213 on May 18, Wells Fargo to $185 from $205 on May 14, and Citi to $200 from $208 on May 12, all citing margin pressure. CEO Laura Alber sold 20,000 shares for $3.45M on May 14 under a 10b5-1 plan. FY25 results showed record diluted EPS of $8.84 with 46.2% gross margin. Risk: margin guidance for FY26 and discretionary home category trajectory under tariff/inflation pressure will be the key earnings catalyst.
May 20Williams-Sonoma slides ~7% over past month as analysts trim targets ahead of May 27 earnings.Mixed▶
Williams-Sonoma stock has fallen roughly 7% in the past month and 18% over three months, trading between $166-$174 on May 16. Multiple analysts cut price targets in May: RBC to $191 (from $213), Wells Fargo to $185 (from $205) on May 14, and Citi to $200 (from $208) on May 12. Q1 FY2026 earnings are due May 27, with consensus calling for EPS of $1.80 (down 2.7% YoY) on revenue of $1.8B (up 4.25% YoY). Jefferies highlighted West Elm's Gen Z influencer collaboration as a positive traffic driver. Sentiment is cautious into the print.
May 19Williams-Sonoma CEO Laura Alber sold 9,689 shares for an estimated $1.67M on May 14, with Wells Fargo and Citi both cutting price targets ahead of Q1 earnings.Negative▶
Williams-Sonoma President & CEO Laura Alber sold 9,689 shares on May 14, 2026 for an estimated $1,673,484, an insider sale that arrives just days before the company's expected Q1 print. The transaction follows back-to-back analyst cuts: Wells Fargo lowered its price target to $185 from $205 on May 12, 2026, and Citi trimmed its target to $200 from $208 on May 11, 2026. WSM has dropped roughly 9.5% over the past month, lagging the broader Retail-Wholesale sector and the S&P 500. Consensus expects EPS of $1.80 (down 2.7% YoY) on revenue of about $1.8B (up 4.25% YoY). The risk is that softening housing-related demand and the CEO sale signal further fundamental pressure into the print.
May 18Williams-Sonoma raised quarterly dividend 15% to $0.76, shares fell 3.7% to $175.39 ahead of May 26 earningsMixed▶
Williams-Sonoma's board authorized a 15% increase in the quarterly cash dividend to $0.76 per share, payable May 22. Shares fell 3.7% to $175.39 on May 12, are down ~7% over the past month and ~18% over three months. Q1 FY2026 earnings are due May 26 with consensus EPS of $1.79. The Notice of Internet Availability of Proxy Materials was mailed around May 6, with the virtual annual meeting set for June 18. A collaboration with Emma Chamberlain is boosting Gen Z engagement at West Elm. Jefferies reiterated a Buy rating citing fundamentals and growth.
May 15Williams-Sonoma trades $171-$175 on May 15 ahead of May 27 earnings as Jefferies reiterates Buy and dividend hike pays out May 22Positive▶
Williams-Sonoma (WSM) traded between $171.19 and $174.90 on May 15, 2026 with a market cap of $20.67B, ahead of its May 27 earnings report. The board authorized a 15% increase in the quarterly cash dividend to $0.76 per share payable on May 22, 2026 to holders of record. The company's 2026 Annual Meeting is set for June 18, 2026 with proxy materials distributed beginning May 6, 2026. Jefferies reiterated a Buy rating citing fundamentals and growth prospects, and analysts expect Q1 EPS of $1.79. A consumer engagement collaboration with influencer Emma Chamberlain is driving stronger Gen Z interest particularly for West Elm. Risk: trade and tariff headwinds for home-furnishings demand keep guidance commentary in focus.
May 14Citi cuts Williams-Sonoma price target to $200 from $208 ahead of May 27 earnings as stock weakensMixed▶
Citi lowered its WSM price target to $200 from $208 on May 11, citing softer near-term consumer indicators ahead of the May 27 fiscal Q1 earnings report. The stock has shown a mixed pattern with a double-digit decline over the past three months but a 2.6% one-day bounce. Williams-Sonoma earlier raised its quarterly dividend 15% to $0.76/share, payable May 22, marking 17 consecutive years of increases. Consensus rating remains Buy with average 12-month PT around $209. Risk: discretionary home goods demand and tariff exposure remain key overhangs.
May 13Williams-Sonoma is set to report Q1 FY2026 earnings on May 27 amid Goldman Sachs upgrade to Buy with $218 PT and consensus Moderate Buy rating.Positive▶
Williams-Sonoma has been active in early May ahead of its May 27 Q1 earnings release. Proxy materials filed in early May highlighted strong FY2025 results: comparable brand revenue growth of 3.5%, 46.2% gross margin, $1.42B operating income and record diluted EPS of $8.84. Goldman Sachs upgraded to Buy from Neutral with a $218 PT (from $185), and RBC raised PT to $214. The company also announced a 15% dividend increase and launched its 10th brand, Dormify (late April). Average analyst PT is around $209.71 with a Buy consensus.
May 12Goldman Sachs upgraded Williams-Sonoma to Buy from Neutral with $218 PT (up from $185) ahead of May 27 earnings; company launched 10th brand Dormify and promoted Aujsha Taylor to President of Rejuvenation.Positive▶
Williams-Sonoma is set to report earnings on May 27. Goldman Sachs upgraded the stock to Buy from Neutral with a $218 price target (up from $185), and average analyst PT is $209.71 (Buy consensus from 14 analysts), implying 15.16% upside. The company launched its 10th brand, Dormify, and promoted Aujsha Taylor to President of Rejuvenation. Proxy materials filed on May 6 highlighted strong FY25 results with 3.5% comp growth, 46.2% gross margin, $1.42B operating income (18.1% margin) and record diluted EPS of $8.84. FY26 outlook targets 2-6% comp growth and 17.5-18.1% operating margin.
May 11Williams-Sonoma mailed 2026 proxy May 6, virtual annual meeting June 18, Goldman upgrade to Buy at $218 PTPositive▶
WSM Notice of Internet Availability of Proxy Materials was mailed beginning May 6 with the virtual annual meeting set for June 18, 2026 at 8:30 a.m. PT. The proxy showcased record FY25 results: comp brand revenue +3.5%, gross margin 46.2%, operating income $1.42B, op margin 18.1%, diluted EPS $8.84, ROIC 42.3% and adjusted ROIC 51.6%. Goldman Sachs upgraded WSM to Buy from Neutral with a $218 PT (up from $185). The 14-analyst consensus is Buy with $209.71 average PT. The company also launched its 10th brand Dormify for student/compact living and promoted Aujsha Taylor to President of Rejuvenation. Q1 earnings due May 27.
May 8Williams-Sonoma upgraded to Buy by Goldman Sachs on April 13; Q4 FY2025 diluted EPS of $8.84 sets record with 15% dividend increase.Positive▶
Williams-Sonoma, Inc. announced record diluted EPS of $8.84 for fiscal year 2025, with Q4 comparable brand revenue growth of +3.2% and Q4 operating margin of 20.3%. Fiscal 2025 results included 3.5% comparable brand revenue growth, 46.2% gross margin, and operating income of $1.42 billion with 18.1% operating margin. Company increased quarterly dividend by 15%. Return on invested capital was 42.3% and adjusted ROIC 51.6%, with operating cash flow of $1.3 billion and three- and five-year total stockholder returns of 241% and 249%, both far exceeding peer group and S&P 500. Shareholders to vote at virtual-only 2026 annual meeting on June 18, 2026 on director nominees, advisory Say on Pay vote, and ratifying Deloitte & Touche LLP as independent auditor. Goldman Sachs upgraded stock to Buy from Neutral on April 13, 2026, recommending purchase of specialty retail stock trading 14% off April 2026 record high. Evercore ISI raised price target to $200 from $190 on April 13, 2026. Stock closed at $202.02 with $3.33 increase since prior close (+1.68%).
Sector Peers
| Company | Price | Day | 1M | Fwd P/E | Beta | Mkt Cap |
|---|---|---|---|---|---|---|
| WSMWILLIAMS | $222.16 | -2.21% | +28.8% | 21.6x | 1.51 | $26.0B |
| AMZNAMAZON.COM | $237.51 | -3.45% | -8.4% | 24.1x | 1.44 | $2.55T |
| TSLATESLA | $395.69 | -2.22% | -1.9% | 158.6x | 1.80 | $1.49T |
| HDHOME | $327.92 | -2.72% | +8.3% | 20.3x | 0.97 | $326.5B |
| MCDMCDONALD | $284.15 | -1.31% | +1.1% | 20.0x | 0.41 | $201.7B |
| TJXTJX | $163.93 | -1.44% | +8.9% | 28.5x | 0.62 | $181.3B |
Key Fundamentals
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52-Week Range
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Price above both MAs — bullish structure.